Sales by Historical Team Detail (Transaction Date) Report
The Sales by Historical Team Detail (Transaction Date) report shows the sales made by each sales rep under each of their supervisors. It lists sales during the date range you choose.
For example, sales rep Krista Barton made $10000 in sales under Clark Koozer before the sales team was reorganized. Krista then made $15000 in sales under her new supervisor Mark Grogan. Krista appears two times on this report. She appears under Clark Koozer ($10000 in total revenue) and also under Mark Grogan ($15000 in revenue).
Transactions on this report appear by transaction date. If you want a report that appears by sales effective date, you can use the Sales by Historical Team Summary Report. For more information, see Sales Effective Date.
To view the Sales by Historical Team Detail (Transaction Date) report:
Go to Reports > Sales > Sales by Historical Team (Transaction Date) > Detail.
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